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Troubleshooting

Helpful hints and tips to solve common issues.

  • Getting started
    Welcome to OspreyInstalling OspreyIntegrations
  • Using Osprey
    Accessing OspreyClients & MattersTime RecordingCase ManagementClient LedgersPortalReportsAccountingMobile & Add-insComplianceSmart ActionsConvert2Client
  • Configure Osprey
    Code SetupSystem SetupFinancial SetupCase ManagementUser DesignReport SetupTools & UtilitiesFinancial PeriodsInclude DocumentsPortal SetupReport Writer
  • Troubleshooting
  • Focused Workflows
  • Training
  • Case Management
  • Internet
  • Browser and operating system issues
  • Emails
  • Miscellaneous

Case Management

  • Removing watermarks from merged documents
  • Resolve spellcheck issues
  • Locate and recover lost documents
  • Force Word to open in foreground
  • Microsoft Word Prompts and Warnings

Internet

  • Troubleshoot Internet Speed Issues

Browser and operating system issues

  • Repair and Resetting the Desktop App
  • Installing Osprey Gateway (Remote Desktop)
  • Clear Temporary Files, Cache and Cookies
  • Run a Disk Cleanup
  • Remove stored passwords and auto-complete entries: Google Chrome

Emails

  • Create Email Rules
  • Whitelist an address in Gmail
  • How to ensure your emails arrive in the correct folders in Outlook
  • Add “Exported to Osprey” column in Outlook
  • Allowing emails from Osprey on behalf of your firm
  • Re-enabling the Outlook Connector

Miscellaneous

  • Download your Osprey backup
  • Forgotten Password
  • Create a Calendar View in Outlook
  • Troubleshoot Making Tax Digital error messages and other problems
  • Unlock a Locked User
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